StrongBox Wealth’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,520
| Closed | -$507K | – | 84 |
|
|
2023
Q2 | $507K | Buy |
+9,520
| New | +$507K | 0.32% | 59 |
|
|
2022
Q1 | – | Sell |
-5,791
| Closed | -$328K | – | 94 |
|
|
2021
Q4 | $328K | Sell |
5,791
-2,585
| -31% | -$146K | 0.16% | 83 |
|
|
2021
Q3 | $482K | Sell |
8,376
-278
| -3% | -$16K | 0.27% | 64 |
|
|
2021
Q2 | $548K | Buy |
8,654
+4,551
| +111% | +$288K | 0.31% | 62 |
|
|
2021
Q1 | $262K | Buy |
+4,103
| New | +$262K | 0.16% | 84 |
|